The engagements we run most often on Orum, from first implementation through optimization.
Provisioning, number setup, dispositions, and rollout for outbound and SDR teams.
Bi-directional sync so calls, outcomes, and activity log automatically against the right records.
Wire Orum into Outreach, Salesloft, Apollo, and Gong for a unified calling workflow.
Cadence design, connect-rate optimization, and manager dashboards that make the platform stick.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
Predictable phases. Clear deliverables. No surprises.
One to two working sessions to map your current state, business goals, and gaps. We come out with a written scope and recommendation.
Documented architecture, realistic timeline, and transparent commercial proposal. No surprises and no hidden scope.
Configuration, development, integrations, data migration, and QA, with weekly demos and on-the-fly adjustments.
Training, change management, hypercare, and ongoing optimization. We do not disappear at go-live.
Consultant-level analysis from the consultants delivering the work.
How Orum's AI parallel dialer and ConnectAndSell's AI-plus-live-agent model differ, which outbound teams each suits, how both connect to Salesforce, and what to measure in a trial.
Read the full post →Orum’s Operator agent dials several numbers at once, detects which person answered first and connects the rep while canceling the other calls. It also works through voicemail systems and phone trees. The payoff is more live conversations per session, but it changes the prospect’s experience, which is why compliance review belongs before rollout.
Scout reviews prospect lists to find the numbers most likely to reach a person, flagging invalid contacts and surfacing working numbers based on dialing history. Orum also publishes guidance for mapping fields from data providers such as ZoomInfo, Apollo and Lusha. It matters when Salesforce holds several phone fields per contact of uneven quality.
Reps build dial sessions from Salesforce reports, provided those reports use supported report types, and can filter by fields such as lead status. Lists therefore follow the criteria, ownership and territories your org already maintains. Admins should curate a small set of shared reports so reps are not dialing overlapping or stale segments.
Every Orum call is logged as a completed Task on the related lead or contact, with [Orum] in the subject. Admins map disposition, recording link, list name and phone label to Task fields, and choose which Task fields reps can edit during calls. Activity reporting therefore stays in Salesforce rather than a separate dashboard.
The Coach agent analyzes calls, detects objections, produces scorecards and runs practice sessions for reps. Managers get a consistent view of call quality without listening to every recording. The website lists AI coaching as an add-on, so confirm packaging, and decide early whether coaching results should be visible anywhere in Salesforce.
Number rotation, country matching and reputation monitoring aim to reduce spam labeling, and local presence numbers can display familiar area codes. Org-wide Do Not Call automations block prospects or numbers across the team, and recording settings allow rep-only audio for two-party consent area codes. These controls help, but they never replace legal review.
Before configuration, bring legal, compliance and sales operations together. Cover consent sources, Do Not Call handling, calling hours, recording consent and what happens when more than one person answers. Treat this as design guidance, not legal advice. Document the decisions, because they shape recording settings, DNC automations and which Salesforce reports may feed dial lists.
Create the Task fields Orum will write to, such as a disposition picklist, recording URL and list name, and give reps edit access. Standardize phone fields on leads and contacts and map enrichment providers into them. Approve Orum as a connected app, and confirm each user’s Salesforce username, since invitations rely on it rather than email.
Create shared reports on supported report types for each team’s core segments, excluding opted-out records, customers with open escalations and anyone contacted recently. Name them clearly so reps pick the right one. Treat these reports as governed assets with named owners, since they now decide who receives calls from your company.
Start with a small group of experienced reps, review recordings and dispositions daily and compare Task data in Salesforce with what Orum shows. Tune number rotation, local presence and disposition values based on what you learn. Fix logging gaps at this stage, before dozens of reps create records your dashboards depend on.
Roll out to remaining teams with short training on dispositions, notes and compliance rules. Build Salesforce reports on Orum Tasks by rep, list and outcome, and connect them to pipeline created. Use coaching scorecards in regular one-on-ones, and revisit compliance settings whenever you enter a new country or state. Retire unused lists each quarter.
Orum’s website describes per-user annual billing with tiered plans, such as Launch and Ascend, and add-ons that include AI coaching and webhooks. Confirm with the vendor which capabilities, including Scout, Coach, local presence, international calling and Salesforce field mapping, sit in each tier. Ask how phone numbers and calling across countries are handled, and whether a sandbox connection is supported for testing. On the Salesforce side, the connected app needs API access, so check that your edition includes it. Before deciding, compare the total cost against any Sales Dialer or Sales Engagement entitlements your org may already own.
Turning on local presence and DNC automations does not make a calling program compliant. Consent, calling hours, recording laws and multi-line dialing rules vary by jurisdiction and change over time. Involve counsel before launch, record the decisions, and make sales operations responsible for revisiting them when regulations or target markets shift.
When every rep builds personal reports, lists overlap, prospects receive several calls in one day and opted-out records slip back in. Parallel dialing amplifies each of those errors. Publish a controlled set of shared reports with exclusions built in, and review report filters whenever territories, statuses or suppression rules change.
If dispositions are vague or the picklist differs from what Orum expects, Task data becomes impossible to report on. Leaders then cannot tell a wrong number from a meeting booked. Agree on a short disposition list with sales leadership, map it exactly and restrict edits so values stay consistent across teams.
Teams that also run another dialer, a sequencing tool or a conversation intelligence product can end up with duplicate Tasks for one call. Activity counts inflate and compensation reports suffer. Decide which system logs calls, use the [Orum] subject prefix to filter reports and switch off overlapping call logging elsewhere.
Orum connects through OAuth once an admin approves it as a connected app. Each call creates a completed Task on the related lead or contact, with [Orum] in the subject line. Admins map disposition, recording URL, list name and phone label to Task fields, which must already exist with rep edit access. Reports can then combine Orum activity with opportunities and other Salesforce data.
That depends on where you call, whom you call, what consent you hold and how calls are placed and recorded. Rules such as the TCPA in the United States, and comparable laws elsewhere, can apply. This is design guidance only, not legal advice. Have counsel review your program before launch, then use Orum’s DNC automations and recording settings to enforce what they decide.
Sales Dialer runs inside Salesforce and suits reps who place calls one at a time, with features such as click-to-dial and local presence depending on edition. Orum targets high-volume outbound work through parallel dialing, number intelligence and AI coaching. If most calls go to existing customers or inbound leads, the native option may be enough. Confirm current capabilities and entitlements with Salesforce before comparing.
Orum keeps the recording, and a link can be written to a Task field you choose, so reviewers open it from the Salesforce activity. Recording settings can capture only the rep’s audio for area codes you list as two-party consent locations. Check who can open recording links, how long recordings are retained and whether that matches your privacy policy and customer commitments.
Orum lists integrations with Outreach, Salesloft, Gong and HubSpot as well as Salesforce, plus webhooks for custom workflows. Many teams keep a sequencing tool for cadences and use Orum for live calling blocks. Before both tools touch the same records, agree which one logs calls to Salesforce, how sequence steps are completed after an Orum call and where recordings get reviewed.
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